Every 8-K that Oshkosh Truck (OSK) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow OSK and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full OSK filings page.
Oshkosh Corporation reported 2026 second quarter net sales of $2.92 billion, up 6.7%, driven mainly by higher volume and improved pricing. Net income declined to $183.2 million, or $2.92 per diluted share, from $204.8 million, or $3.16, a year earlier. Adjusted diluted earnings per share were $2.87 versus $3.41 in the 2025 quarter as consolidated operating margin fell to 8.3% of sales from 10.7%.
By segment, Access sales grew 9.4% to $1.37 billion, though operating margin compressed to 11.0%. Vocational sales were roughly flat at $966.8 million with lower refuse and recycling shipments, and Transport sales rose 11.9% to $536.1 million as Next Generation Delivery Vehicle production ramped while defense volume declined. Companywide backlog was $14.75 billion at June 30, 2026, up from $14.23 billion a year earlier.
For 2026, Oshkosh now expects diluted earnings per share of approximately $10.50 and adjusted diluted earnings per share of approximately $11.00, down about $0.50 from prior guidance, on expected net sales of roughly $11.2 billion. The company generated $213.3 million of operating cash flow in the first half, repurchased 667,158 shares for $91.6 million in the quarter, and the board declared a quarterly dividend of $0.57 per share payable August 27, 2026.
Oshkosh Corporation reported the results of its 2026 Annual Meeting of Shareholders held on May 5, 2026. Shareholders elected ten directors to one-year terms ending at the 2027 Annual Meeting, with each nominee receiving over 51 million shares voted in favor.
Shareholders ratified Deloitte & Touche LLP as independent registered public accounting firm for the fiscal year ending December 31, 2026, with 57,154,146 shares voted for and 1,091,075 against. They also approved, on a nonbinding advisory basis, the compensation of named executive officers, with 52,762,283 shares in favor.
In addition, shareholders voted to reject a shareholder proposal concerning directors who fail to obtain a majority vote, with 45,699,145 shares voted against and 8,771,835 in favor.
Oshkosh Corporation reported a weak start to 2026 as profits fell sharply despite steady sales. First quarter net sales were $2.32 billion, up 0.2% from 2025, but net income dropped to $43.1 million, or $0.68 per diluted share, from $112.2 million, or $1.72 per share. Adjusted diluted earnings per share declined to $0.85 from $1.92 as consolidated operating income fell 53.2% to $82.0 million, hurt by unfavorable sales mix, higher manufacturing overhead and lower volume.
Access and Vocational segment operating income both declined significantly, while Transport improved modestly on higher delivery vehicle sales and NGDV ramp-up. Backlog remained large at $14.54 billion. Management maintained its 2026 outlook, expecting diluted EPS of $10.90 and adjusted EPS of $11.50 on about $11.0 billion of net sales, and declared a $0.57 quarterly dividend.
Oshkosh Corporation entered into a new Fourth Amended and Restated Credit Agreement providing an unsecured revolving credit facility with initial availability of $1.6 billion maturing in March 2031. The company can increase total credit under this agreement by up to $800 million if certain conditions are met.
The facility bears interest at variable rates tied to Term SOFR, base rate, SONIA, EURIBOR and other benchmark rates, plus a margin that can move based on specified criteria. Oshkosh will also pay unused commitment fees between 0.080% and 0.200% per year and letter-of-credit fees between 0.4375% and 1.5000% per year.
The agreement includes covenants limiting leverage, mergers, liens, subsidiary debt and major asset sales. Oshkosh must maintain a maximum leverage ratio of 3.75 to 1.00, with the ability to increase this to 4.25 to 1.00 in connection with certain material acquisitions. A separate $500 million unsecured term loan facility was amended on March 16, 2026 to align key terms with the new revolving credit agreement.
Oshkosh Corporation furnished an earnings news release for the quarter and year ended December 31, 2025 and held a conference call covering results and its outlook for 2026, with related materials available on its website. The company emphasizes that all forward-looking statements, including financial targets for 2028, are only targets and may not be achieved.
The filing expands on key risks, including performance under its U.S. Postal Service Next Generation Delivery Vehicle contract, where deferred contract costs exceeded expected future profits on existing orders by approximately $135 million as of December 31, 2025. Oshkosh reports that tariffs implemented by the U.S. in 2025 increased its costs by about $35 million in 2025 and are estimated at approximately $200 million in 2026, which could pressure margins and pricing.
Approximately 20% of 2025 net sales were to the U.S. government, exposing the company to budget, procurement and policy risks, including a recent executive order affecting defense sourcing and potential capital allocation constraints. The company also discloses consolidated gross receivables of $1.5 billion and customer indebtedness guarantees of $559 million, with estimated maximum exposure of $93 million, highlighting credit and collection risk in weaker economic conditions.
Oshkosh Corporation furnished its earnings announcement for the quarter ended September 30, 2025 and held a conference call, with the press release available as Exhibit 99.1 and a replay and slides posted on its website. Management emphasized that statements about 2028 financial targets are targets only and not guidance.
The filing expands on risk considerations with several quantified items. Under the USPS Next Generation Delivery Vehicle contract, the program allows for up to 165,000 units over 10 years, with orders for 51,500 vehicles as of September 30, 2025. Deferred contract costs exceed future profits on existing USPS orders by approximately $165 million as of the same date. The company estimates tariffs announced at the time of filing will have a direct adverse impact of $30–$40 million in 2025, mostly in the fourth quarter. Consolidated gross receivables were $1.5 billion as of September 30, 2025, and guarantees of customer indebtedness totaled $566 million with an estimated maximum exposure of $116 million. Prior items noted include the loss of Caterpillar-branded telehandler sales ($315 million in 2024) and impairment charges of $51.6 million in 2024 and $5.7 million in 2025 related to Pratt Miller.